To The Moon

Chip stocks, including AMD and Nvidia, saw a strong rally on Monday, driven by reports that the White House may hold off on announcing tariffs affecting the semiconductor industry. This news provided much-needed relief after a challenging start to 2025, during which concerns over potential tariffs and uncertainties around AI infrastructure investments weighed heavily on the sector. Investors appear optimistic that a tariff-free environment will support continued growth and innovation in the chip market.